Dimensional Global Short-Term Investment Grade Fixed Income Fund SGD-Hedged(IE00BF20L655)
- Fixed income
- Investment grade
- Short duration
- Corporate bond
- Developed markets
- SGD Cash, SRS
- Accumulating
The Fund seeks to maximise total returns over by investing in fixed or floating investment grade debt obligations instruments issued or guaranteed mainly by corporates and government-related agencies in developed countries.
Provides consistent exposure to a broadly diversified portfolio of over 600 short-term investment-grade government and corporate bonds. Focuses on harvesting term and credit premiums as persistent drivers of expected returns based on academic research. Maintains a defensive investment profile by targeting an average portfolio duration of three (3) years or less.
Managed by Dimensional Fund Advisors, a global firm with over four decades of experience in systematic and empirical research-based investing. Utilizes a process-driven, team-based approach overseen by an Investment Committee that maintains rigorous oversight of all portfolios. Benefits from a global portfolio management team distributed across international offices to ensure continuous coverage and consistent implementation.
Expected to have a low tracking error against the benchmark, Bloomberg Global Agg Credit Bond Index 1-5 Years Index. Aims to deliver consistent outperformance over a full market cycle through a systematic allocation process.
The fund employs a systematic, research-driven process that utilizes information from current market prices and forward rates to identify high-return segments of the yield curve. Emphasises more attractive parts of the fixed income market relative to the benchmark based on the information derived from securities’ current term and credit spreads. Empirical academic research has shown that term spread and credit spread are persistent drivers of bond’s future expected return. Incorporates a robust daily management process to ensure efficient trading and consistent capture of targeted risk premiums.
Access to institutional share class with no trailer fees to achieve the lowest possible cost.
Investors who are looking for low cost and diversified exposure to the global fixed income market with limited duration exposure could find the Fund attractive. It is an investment grade portfolio with no exposure to high yield credit. However, investors should note that credit and term premiums can experience underperformance in the short to medium term, although research has shown that these areas tend to achieve long-term outperformance.
Daily data. Returns as of 06 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 0.4% | 0.4% | -1.4% | 0.4% | 0.5% | 0.3% | -0.6% | -0.1% | - | - | - | - |
| 2025 | 2.6% | 0.3% | 0.3% | 0.2% | 0.2% | 0.3% | 0.3% | 0.3% | 0.2% | 0.2% | 0.3% | -0.0% | -0.1% |
| 2024 | 3.5% | 0.3% | 0.1% | 0.4% | 0.1% | 0.3% | 0.3% | 0.5% | 0.3% | 0.4% | 0.1% | 0.4% | 0.2% |
| 2023 | 4.3% | 1.2% | -0.8% | 0.9% | 0.5% | -0.1% | -0.2% | 0.6% | 0.3% | 0.0% | 0.2% | 0.8% | 0.8% |
| 2022 | -5.9% | -1.1% | -0.7% | -2.0% | -1.2% | 0.5% | -1.1% | 1.4% | -1.4% | -1.8% | -0.2% | 1.6% | -0.1% |
| Load more | 5 of 10 | ||||||||||||
| New Zealand (Government Of) | 2.88% |
| Ontario (Province Of) | 1.86% |
| Quebec (Province Of) | 1.67% |
| United States Treasury Notes | 1.34% |
| Alphabet Inc. | 1.31% |
| New Zealand Local Government Funding Agency Ltd | 1.13% |
| Alberta (Province Of) | 1.08% |
| Japan (Government Of) | 0.98% |
| NextEra Energy Capital Holdings Inc | 0.95% |
| CPPIB Capital Inc | 0.92% |
| Shell Finance US Inc. | 0.92% |
| Verizon Communications Inc. | 0.90% |
| Credit Mutuel Arkea | 0.89% |
| Natwest Markets PLC | 0.89% |
| Prologis, L.P. | 0.87% |
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